At Kuda Wealth we believe in investing directly into the markets such as Australian Securities Exchange listed securities as oppose to managed fund structures to achieve your short, medium and long term goals.
Read MoreMichael is a dedicated finance professional, delivering tangible improvement to the lives of his clients, his employees & peers throughout his seventeen years within the financial services industry.
With over 10 years experience in the Financial Services industry, Millicent held positions across numerous large organisations right through to a boutique financial planning firm.
Over Kellie’s 16 years in the industry, she has worked for several financial planning organisations and began working for Michael as part of the Pekada team in 2013.
At Kuda Wealth we make it our mission to understand your goals and the influences that drive your decision making.
By knowing what is important to you, it provides us the foundation to strategically build a solution to meet your goals and financial freedom.
Been good to & for me. Approachable & reliable.
- Tony Z, Forest Hill, VIC
Michael is a true professional. His knowledge and advice has been beneficial. He is passionate about guiding people in the right direction. When it comes to investment, superannuation and retirement. I would recommend Michael and his team.
- Angela D, Seymour, VIC
Michael is passionate about financial advice and his strategic knowledge and attention to detail are second to none. Michael is also highly personable with strong leadership skills. I would recommend Michael's services without question.
- Cecilia I-S, Hawthorn, VIC
Throughout my dealings with Michael, I have found him to be extremely professional, honest and abreast of current issues. He takes the time to truly listen and understand my needs, which I feel is critical given my age and declining ability to remain in the work force.
- Lynne M, Seymour, VIC
Historically, the idea of owning an SMSF has been daunting, however through the help and assistance of Kuda Wealth, we not only understand but reap the benefits of continued growth in our portfolio. We rest assured knowing our financial future is in capable and reliable hands.
- Chris and Jason L, Murchison VIC
We sought advice from Michael in 2015 in relation to retirement planning and have never looked back since. Through his direction and guidance, we have been able to purchase a car without the need for finance. Michael has in effect restored our faith and trust in Financial Planning and the importance of a Financial Planner to manage our affairs.
- Joe and Jenny K, Glen Waverley, VIC
Lifespan Financial Planning Pty Ltd
ABN 23 065 921 735
Australian Financial Services Licensee Number: 229892
Kuda Wealth Pty Ltd (CAR 1261193) and Michael Anthony Davie (AR 443519) are licensed to provide financial planning advice, products and solutions through Lifespan Financial Planning (AFSL 229892).
Michael and the team at Kuda Wealth Pty Ltd have partnered with Lifespan Financial Planning to deliver advice solutions to their clients through their shared synergies and dedication to fostering positive client relationships.
Lifespan Financial Planning's role within Michael's business is to provide ongoing support, business services and supervision of the end to end advice delivery process. Lifespan ensures Michael and the team are meeting and maintaining their professional obligations, their continuing education requirements and ethical standards when delivering compliant financial advice solutions to their clients.
This licensee approach resonates with Kuda Wealth's deliberate aversion to the overtly clinical and sterilised corporate client engagement the financial services industry is sadly known for.
Michael has worked within the advice industry for over 25 years. Michael's experience gained over the last quarter of a century, repeatedly indicates that clients prefer a deep and warm personal relationship with their adviser, which extends beyond the mere ratio of portfolio gains and losses.
Michael and Kuda Wealth Pty Ltd partnered specifically with Lifespan because they foster positive personal relationships. They bring the scale of a large licensee, with the personal touch and understanding of a small business.
Lifespan has been delivering support and licensee services to advisers since 1994. Lifespan is a partner of the Financial Advice Association Australia (FAAA). Lifespan is the largest privately-owned AFSL.
Lifespan were awarded Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards in 2024.
At Kuda Wealth we have developed relationships with professionals in their respective field of expertise. This comes as an advantage to our clients who benefit from the knowledge these individuals can contribute to their financial success.
In addition to the partners mentioned below, Kuda Wealth works closely with a variety of suitably qualified specialist business partners, with a demonstrated track record of expertise within their field situated in varied geographical areas of Melbourne.
Talk to us about your needs and we are more than happy to make an introduction to a locally based specialist that can assist you achieve your goals.
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